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Stock research / United States / HQY / 13F holders

Healthequity, Inc. 13F holders

Of the 44 funds followed here, 5 reported a position in Healthequity, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 2.4 million shares worth $214.5 million, 0.0% of its reported book.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management2,374,467$214.5 million0.0%+114,821added30 June 202613F
FMR LLC1,538,387$138.9 million0.0%+403,454added30 June 202613F
Citadel Advisors697,561$63.0 million0.0%+350,429added30 June 202613F
Norges Bank533,946$48.2 million0.0%held30 June 202613F
Millennium Management249,975$22.6 million0.0%-558,892trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
31 July 202613G/AVanguard Portfolio Management and 1 other4.1 million4.9%30 June 2026passive, institutional (13d-1(b))EDGAR
15 July 202613G/AWasatch Advisors LP and 1 other8.0 million9.5%30 June 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other4.5 million5.3%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other4.2 million5.0%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
5 November 202513G/AFmr Llc and 3 others3.5 million4.1%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
8 September 2026777$96.07SEC
1 September 20265$96.54SEC
31 August 2026583$96.37SEC
28 August 20261,205$93.39SEC
25 August 2026766$105.40SEC
24 August 2026544$105.41SEC
18 August 202626,366$102.33SEC
17 August 20264,443$104.73SEC
13 August 20264$105.50SEC
4 August 20261,559$104.36SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 26,366 on 18 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to HQY by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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